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LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-04-23 |
Branch Locations
1301 W Long Lake Rd, Suite 105, Troy, MI 48098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Troy | MI | 11/2018 | Present |
| Financial Services Group Of Michigan, Inc. | Troy | MI | 11/2018 | Present |
| Financial Services Group Of Mi, Inc. | Troy | MI | 09/1995 | 11/2018 |
| Lpl Financial Llc. | Troy | MI | 03/2002 | 11/2018 |
1. 04/13/2011 - DBA ONLY, FINANCIAL SERVICES GROUP OF MICHIGAN, INC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-09-13 |
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